Firing up financial futures for all Australians

Ignition Wealth partners with professional financial services businesses to provide technology solutions which enhance the clients’ advice experience while reducing time and costs for your business. Ignition Wealth is a business to business solutions provider; your clients will always be your clients. We are Australia’s leading robo financial advice specialist, offering affordable digital financial advice solutions and investment options for advisers, accountants, superannuation funds and enterprises.

POWERING DIGITAL FINANCIAL ADVICE

Advisers, accountants and investors using BT Panorama will have access to digital and full-service financial advice powered by Ignition Wealth. Our technology, our advisers and our AFSL allowing you to provide your clients with a compliant advice solutions.

Want to know more about how digital financial advice can assist your practice?

Investors self-serve online to complete key stages of their investment process. Allowing the investor to complete these stages saves your business valuable time and allows the investor the added convenience of entering the information at a time and location that suits them.

Account Opening

Fact find

Risk profile

Diversified portfolio

Statement of advice

Fund

Investment

Execute Trades

Monitor

Rebalance

Solving the accountants’ post-FoFA advice challenge

Digital financial advice, powered and staffed by Ignition Wealth and licensed under Ignition Wealth’s AFS licence, allows accountants to offer a range of advice options for investments and superannuation. The solution is highly efficient, saving time and money and adding scale. Most importantly it provides a compliant solution for accountants seeking to source financial advice for their clients in a post-FoFA environment.

Consumers maintain their relationship with their trusted accountant while benefiting from a world-leading financial advice solution. Accountants retain full control of their clients, provide an additional and valuable service, and gain full visibility of their clients’ advice journey.

The Ignition Wealth in-house advice team is available to offer the full spectrum of personal financial advice from robo-assisted through to full traditional comprehensive advice service, as required. We’re not all robots.

“As we have been working with the BT Financial Group to develop the digital financial advice offering for the Panorama platform, we have always been mindful of the need to have the client at the centre of everything we do, surround them with a compliant solution and be clear on the roles of the players, be they accountants, advisers, BT Panorama or Ignition Wealth.”

Richard Liverpool

HEAD OF SALES AND MARKETING

Ignition Wealth

Your advice experience, your way

Robo

Digital financial advice, or ‘robo’ advice is a fully automated experience. Perfect for lower balance clients, every stage is completed online from the fact-find all the way through to funding and execution.

Robo – assisted

This hybrid robo option gives your client the best of both worlds: all the efficiencies and convenience of the online experience with the addition of traditional advice, either from the client’s chosen adviser or from a member of the Ignition Wealth advice team.

FULL – SERVICE

Traditional advice at it’s best. The client’s chosen adviser or a member of the Ignition Wealth advice team guides the investor through every stage of the advice and investment process. Digital adds extra benefits, including 24 hour access.

Flexible

Ignition Wealth’s unique hybrid advice offering allows maximum flexibility. Your client can choose the level of advice service that works best for them. As their needs change, their advice model can immediately adapt, continuing to offer them the best possible solution.

The BT Panorama digital financial advice solution allows you to provide the very best service to your clients. Increase quality engagement, ensure loyalty and enjoy the satisfaction of clients enjoying the latest and best digital financial advice.

Why Ignition Wealth

Digital financialAdvice since 2010

AFS LicenseSince 2015

ISO27001*Information security

Trusted TeamAnd Technology

ComplianceFirst

Ease and speed ofintegration

*certification pending

FULL VISIBILITY

Increasing your digital capabilities means that you have full visibility of your clients’ data, portfolios and accounts. View their data as they input it and review their accounts and portfolios as their circumstance or the markets change, increasing the quality and efficiency of all your interactions.

COLLABORATE

The robo solution allows seamless collaboration between the people working to create your client’s wealth. It is possible to allow the client, adviser and accountant authorised access to the client’s account to review their portfolio and transactions in real time. You retain ownership of your client, and design their unique advice experience your way.

REMOTE

Reduce the need for physical meetings, saving you and your client valuable time. Add ease and flexibility to communication by interacting online and via easy-to-operate video conferencing. Use your face to face meetings for relationship building and adding real personal value.

Messaging

Utilise the secure messaging to communicate quickly and easily with your clients. The secure messaging automatically saves and stores all of your communications ensuring that compliance demands are met and exceeded. Adding automation to regular communications frees up valuable time in your busy day and effortlessly boosts engagement.

Advisers, accountants and investors using BT Panorama will have access to digital and
full-service financial advice powered by Ignition Wealth from quarter three of 2017